Institutional Ownership Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV). We have compiled data on the 1,583 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
798
shares
|
$204,998
0.05% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
794
shares
|
$203,970
0.09% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
789
shares
|
$202,686
0.03% of portfolio
|
Q1 2024
Reduced 52.98%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
775
shares
|
$199,089
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
774
shares
|
$198,832
0.02% of portfolio
|
Q1 2021
Reduced 50.7%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
759
shares
|
$194,979
0.02% of portfolio
|
Q3 2024
Added 40.56%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
756
shares
|
$194,208
0.01% of portfolio
|
Q2 2024
Added 509.68%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
750
shares
|
$192,667
0.04% of portfolio
|
Q2 2022
Added 36.36%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
747
shares
|
$191,896
0.05% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
743
shares
|
$190,869
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
743
shares
|
$190,869
0.02% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
730
shares
|
$187,529
0.04% of portfolio
|
Q2 2022
Reduced 2.28%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
729
shares
|
$187,272
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
700
shares
|
$179,823
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
700
shares
|
$179,823
0.0% of portfolio
|
Q3 2023
Reduced 3.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
698
shares
|
$179,309
0.03% of portfolio
|
Q2 2024
Reduced 32.95%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
687
shares
|
$176,483
0.25% of portfolio
|
Q2 2024
Added 37.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
679
shares
|
$174,428
0.02% of portfolio
|
Q2 2022
Reduced 8.12%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
679
shares
|
$174,428
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
671
shares
|
$172,373
0.05% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
670
shares
|
$172,116
0.01% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
668
shares
|
$171,602
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
653
shares
|
$167,749
0.12% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
647
shares
|
$166,207
0.08% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
631
shares
|
$162,097
0.1% of portfolio
|
Q2 2024
New holding
|